-35.3%
KEEL vs FIVN
-82.2%
+46.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.4% | +3.1% |
| 7D | +2.9% | -7.8% | +10.7% | +6.5% |
| 30D | +0.8% | -1.7% | +2.6% | +0.2% |
| 3M | -35.3% | +47.2% | -82.5% | -50.2% |
| 6M | +59.4% | +82.7% | -23.3% | +2.2% |
| YTD | +51.9% | +52.9% | -1.0% | +4.7% |
| 1Y | +75.0% | +17.5% | +57.5% | +40.8% |
| 3Y | +224.5% | -55.8% | +280.4% | +337.5% |
| All | -35.3% | -82.2% | +46.9% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling